WPC icon

W.P. Carey
WPC

Overview Fund Activity

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M

Top Buyers

1
FM
Forward Management
California
$19.4M
2
Goldman Sachs
Goldman Sachs
New York
$57.6M
3
CNB
City National Bank
California
$14.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$62M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$13.8M

Top Sellers

1
CC
Cannell & Co
New York
$21.8M
2
Deutsche Bank
Deutsche Bank
Germany
$12.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$781M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MTB
126
Mizuho Trust & Banking
Japan
$1.03M -$249K -4,401 -19%
MDCM
127
Morgan Dempsey Capital Management
Wisconsin
$1.01M +$154K +2,717 +18%
CAM
128
CG Asset Management
New York
$1M -$75.2K -1,328 -7%
WSC
129
Wellington Shields & Co
New York
$963K -$131K -2,310 -12%
FIM
130
Friedberg Investment Management
Texas
$958K -$21.4K -378 -2%
UCFA
131
United Capital Financial Advisors
Texas
$925K +$205K +3,624 +29%
Macquarie Group
132
Macquarie Group
Australia
$919K -$260K -4,594 -22%
First Manhattan
133
First Manhattan
New York
$909K -$11.5K -204 -1%
ASN
134
Advisory Services Network
Georgia
$909K – – –
CC
135
Cannell Capital
Wyoming
$884K – – –
JWM
136
Jacobus Wealth Management
Wisconsin
$881K – – –
Principal Financial Group
137
Principal Financial Group
Iowa
$878K -$288K -5,084 -25%
HI
138
Honeywell International
North Carolina
$873K +$873K +15,417 New
AIG
139
American International Group
New York
$848K -$181K -3,200 -18%
FNBT
140
FineMark National Bank & Trust
Florida
$838K +$13K +229 +2%
WSCM
141
Wellington Shields Capital Management
New York
$831K -$595K -10,516 -42%
ACI
142
AMP Capital Investors
Australia
$800K -$315K -5,627 -28%
ABC
143
Associated Banc-Corp
Wisconsin
$780K – – –
BAS
144
Brown Advisory Securities
Maryland
$765K -$5.43K -96 -0.7%
Mitsubishi UFJ Asset Management
145
Mitsubishi UFJ Asset Management
Japan
$743K +$45.1K +797 +6%
TYCC
146
Texas Yale Capital Corp
Florida
$723K +$723K +12,763 New
HSBC Holdings
147
HSBC Holdings
United Kingdom
$711K +$100K +1,774 +16%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$703K +$480K +8,475 +215%
WS
149
Wedbush Securities
California
$698K +$170 +3 +0%
AB
150
Amalgamated Bank
New York
$683K +$6.68K +118 +1%
4 5
6
7 8